Menlo Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Menlo Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.46M	Sell	25,755 -1,605	-6%	-$152K	1.08%	22
2026 Q1	$2.45M	Hold	27,360	–	–	1.1%	21
2025 Q4	$2.45M	Sell	27,360 -575	-2%	-$51.3K	1.1%	21
2025 Q3	$2.48M	Hold	27,935	–	–	1.18%	21
2025 Q2	$2.34M	Sell	27,935 -75	-0.3%	-$5.95K	1.26%	21
2025 Q1	$2.24M	Hold	28,010	–	–	1.06%	22
2024 Q4	$2.27M	Sell	28,010 -50	-0.2%	-$4.18K	1.16%	23
2024 Q3	$2.33M	Hold	28,060	–	–	1.2%	23
2024 Q2	$2.19M	Sell	28,060 -100	-0.4%	-$7.56K	1.22%	22
2024 Q1	$2.15M	Sell	28,160 -100	-0.4%	-$7.29K	1.23%	23
2023 Q4	$1.99M	Sell	28,260 -150	-0.5%	-$9.91K	1.22%	22
2023 Q3	$1.8M	Hold	28,410	–	–	1.18%	22
2023 Q2	$1.89M	Hold	28,410	–	–	1.19%	22
2023 Q1	$1.77M	Buy	28,410 +7,705	+37%	+$474K	1.22%	24
2022 Q4	$1.25M	Hold	20,705	–	–	0.94%	26
2022 Q3	$1.12M	Hold	20,705	–	–	0.78%	27
2022 Q2	$1.19M	Hold	20,705	–	–	0.79%	30
2022 Q1	$1.32M	Buy	20,705 +11,100	+116%	+$700K	0.7%	30
2021 Q4	$632K	Buy	9,605 +1,325	+16%	+$83.2K	0.31%	36
2021 Q3	$487K	Hold	8,280	–	–	0.26%	39
2021 Q2	$494K	Hold	8,280	–	–	0.27%	39
2021 Q1	$473K	Hold	8,280	–	–	0.28%	36
2020 Q4	$446K	Hold	8,280	–	–	0.3%	34
2020 Q3	$410K	Hold	8,280	–	–	0.32%	33
2020 Q2	$376K	Buy	+8,280	New	+$358K	0.29%	34

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Menlo Advisors's DGRW Position: Q2 2026 in Review

Menlo Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.9% in Q2 2026, selling an estimated $152K and leaving 25,755 shares worth $2.46M. The position accounts for 1.08% of the portfolio, ranked #22.

Menlo Advisors first reported a position in DGRW in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.48M in Q3 2025. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Menlo Advisors held 25,755 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.46M as of Q2 2026.
Menlo Advisors sold 1,605 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $152K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.08% of Menlo Advisors's portfolio in Q2 2026, its #22 holding.
Menlo Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and has held it in 25 quarters since.
Menlo Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.48M in Q3 2025.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Menlo Advisors's 13F filing for Q2 2026, filed 10 Sep 2026.